Franklin Templeton Group
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Franklin Templeton Group Employees
Genentech August 1992 - Present
Innoventure Group, Inc. January 2006 - March 2013
Franklin Templeton Group June 1987 - December 1991
Skills
Cross-functional Team..., Biotechnology, Investment Properties, Cardiology, Marketing Strategy, Oncology, Sales Management, Managed Care, Business Strategy, Pharmaceutical Industry, New Business Development, Contract Negotiation, Negotiation, Analysis, Product Launch, Medical Devices, Start-ups, Selling, Competitive Analysis, Market Analysis, Real Estate
Education
University of California, Berkeley 1987 — 1991
BA, Legal Studies
World Savvy January 2014 - Present
Give2Asia November 2007 - June 2013
Partners for Democratic Change September 1998 - October 2007
The Atlantic Council of the United States November 1997 - August 1998
Franklin Templeton Group 1993 - 1995
Skills
Grants, International Relations, Non-profits, International..., Capacity Building, Grant Writing, Program Evaluation, NGOs, Fundraising, Program Development, Philanthropy, Nonprofits, Community Development, Program Management, Corporate Social..., Proposal Writing, Social Entrepreneurship, Human Rights, Non-profit..., Volunteer Management, Workshop Facilitation, Politics, Public Policy, Community Outreach, Policy Analysis, Economic Development, Qualitative Research, Civil Society, Organizational..., Policy, Sustainability, Conflict Resolution, Governance, Strategic Planning, Leadership, Training
Education
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
MALD, International Relations and Affairs
University of California, Davis 1989 — 1993
B.A. with Honors, Major: International Relations, Minor: German
Georg-August-Universität Göttingen 1991 — 1992
German & Political Science
Rodan + Fields Dermatologists November 2014 - Present
SPYGIRL Enterprises December 2008 - Present
Robert Half Legal January 2014 - June 2014
HFK Investors, Inc./ Toney's Care Homes June 1997 - October 2001
Franklin Templeton Group January 1990 - June 1999
Franklin Templeton Investments January 1993 - January 1998
Franklin Templeton Investments January 1992 - January 1993
Skills
Risk Management, Fraud, Management, Policy, Analysis, AML, Investments, Securities, Compliance, Corporate Governance, Enterprise Risk..., Management Consulting, Corporate Law, Anti Money Laundering, Fraud Investigations, Securities Law, International Law, Business and..., Securities Regulation, Entrepreneurship, Small Business Marketing, Due Diligence, Internal Audit, Financial Risk, Financial Services, Mergers & Acquisitions, Sales
Education
Utica College 2005 — 2008
MS, Economic Crime Management, Magna Cum Laude
Insurance Institute of America 1997 — 1998
ARM, Risk Management
Syracuse University 1983 — 1987
BS, Business Management, Law
HealthStream March 2014 - Present
Vanderbilt University Medical Center June 2003 - January 2014
IT Factory/Solutions By Design October 2000 - May 2003
Private Business Inc. November 1998 - October 2000
Franklin Templeton Group December 1996 - October 1998
Skills
System Administration, XML, JavaScript, Visio, Software Development, Web Applications, Windows Server, HTML, Business Analysis, AJAX, Java, CSS Javascript, XPages, Project Planning, Project Management, Requirements Analysis, Oracle Application..., IBM Domino..., IBM Notes & Domino..., Management, Integration, Cloud Computing
Education
University of Phoenix 1996 — 2000
Bachelor of Business Management, Business/Managerial Economics
Heald Institue of Technology 1990 — 1992
Associates, Electrical and Electronics Engineering
PATH September 2010 - May 2014
Xyratex, Int. March 2006 - May 2009
Xyratex, Int. March 2006 - May 2009
Franklin Templeton Group September 2005 - March 2006
Vitek Mortgage Group December 2001 - September 2005
Manpower 1988 - 1997
Skills
Employee Relations, Performance Management, Talent Management, Human Resources, Global Human Resources..., Organizational..., Coaching, Management, Recruiting, Training, Personnel Management, Team Building, Executive Management, Start-ups, Onboarding, Employee Benefits, Deferred Compensation
Education
University of San Francisco
Bachelor of Public Administration
UC Davis Health System October 2011 - Present
California State University, Sacramento September 2007 - June 2013
Hewlett-Packard December 2009 - October 2011
EDFUND March 2007 - December 2009
EDFUND November 2006 - December 2009
EDFUND March 2004 - March 2007
EDFUND March 1999 - February 2004
Franklin Templeton Group 1993 - 1999
Skills
Digital Marketing, Social Media Marketing, Marketing Strategy, Software Project..., Risk Management, Vendor Management, IT Management, Online Advertising, Project Portfolio..., Staff Development, Online Marketing, Project Management, Leadership, Customer Service, Budgets, Process Improvement, Management, Public Speaking, Team Management, Program Management, Strategic Planning, Sales, Visio, Market Research, Business Analysis, CRM, Business Development, Cross-functional Team..., Training, PMO, Enterprise Software, Marketing, Sales Management, Team Leadership, Team Building, Strategy, Product Management, Salesforce.com, Data Analysis, Analysis, Management Consulting, Executive Management, Project Planning, Business Process..., Analytics, Human Resources, Change Management, Nonprofits
Education
Golden Gate University 1994 — 1998
MBA, Marketing
University of California, Davis 1986 — 1990
Bachelor of Science, Economics & Textile Marketing
Self October 2011 - Present
LOS GATOS SWIM AND RACQUET CLUB January 2013 - October 2013
TOTAL GOLF ADVENTURES March 2012 - October 2012
PJ's Deli-Cafe December 2010 - September 2011
Franklin Templeton Group May 2000 - February 2009
ProBusiness October 1995 - November 1999
Skills
Project Management, Client Management, Oral Communication, Written Communication, Analysis, Problem Solving, Business Process, Requirements Analysis, Mentoring, Visio, CRM, Integration, Training
Education
University of California, Berkeley 1978 — 1981
AB, Economics
Cal State Chico
PFX Pet Supply LLC February 1998 - Present
FRANKLIN TEMPLETON GROUP October 1995 - January 1997
UNITED STATES AIR FORCE February 1989 - June 1994
Skills
ETL Extract Transform..., Data Cleansing, Data Mapping, Data Mining, Data Warehousing, Capacity Planning, EDI Standards, Distribution, Inventory Management, Order Entry, Purchasing, Warehousing, Sales Analysis &..., Telecommunications, Audix Definity PBX, Intuity Voice Mail, Avaya\Lucent Equipment, Barracuda Spam Filter, Trend Micro Anti-Virus, Veritas/Symantec Backup..., Cyclone/Axway..., Citrix Presentation..., MS BizTalk, Oracle Database, MS SQL Server, MS Exchange Server, MS Clustering, Electronic Invoicing, Billing Solutions, HW SW Installation, Customer Relationship..., Business Process..., SQL, Macola, BAAN, IFS, Oracle Client, MS Sharepoint, MS Office 2003 – 2010, Regex, Grep, FTP Clients, Datawatch Monarch..., Crystal Reports, Evernote, ActiveWords, Active Directory, Network Migration, Microsoft SQL Server, EDI
Education
Gunnison High School
University of Phoenix
AA, Business Information Systems
Wilen Direct May 2012 - Present
Angstrom Graphics Inc (formerly known as St Ives Inc. - US Division) April 2009 - December 2011
St Ives August 2002 - March 2009
Franklin Templeton Group August 2000 - July 2001
Franklin Templeton Investments May 1998 - August 2000
Franklin Templeton Investments September 1994 - May 1998
Starboard Cruise Services (formerly known as Allders) 1990 - 1994
Robacker, Pfiester & Associates January 1988 - March 1991
Skills
Integration, Software Project..., ERP, Requirements Analysis, SDLC, Crystal Reports, Process Improvement, Project Management, Team Leadership, Business Analysis, Software Documentation, Team Building, Microsoft Office, Budget, Windows Server, Business Intelligence, Visio, Customer Service, Budgets, Databases, SQL, Troubleshooting, Software Development, Management, CRM, Leadership, Analysis, System Administration
Education
Texas State University 1979 — 1981
N/A, Applied Voice, Mathematics Education
Texas Lutheran University 1974 — 1978
BMEd, Music
Fredericksburg High School 1970 — 1974
Iron Point Mortgage (Formerly Fritz Capital Group), A Division of Pinnacle Capital Mortgage 2011 - Present
The Parker Group 2007 - 2009
MRG Global, Inc. 2000 - 2008
Franklin Templeton Group 1996 - 2001
Buck Consultants 1991 - 1996
Skills
Human Resources, Financial Analysis, Employee Benefits, FHA, Finance, Insurance, Mortgage Lending, Management, Real Estate, Loans, Benefits Administration, USDA, Operations Management, Consulting, Retirement Planning
Education
Frank W. Cox High
University of California, Berkeley, Haas School of Business
Business Administration, Organizational Behavior and Industrial Relations, Finance. Minor in Native American Studies.
SPP Real Estate September 2014 - Present
Trammell Crow Company 2006 - December 2014
Franklin Templeton Group October 2000 - August 2006
Skills
Asset Managment, Real Estate, Real Estate Economics, Valuation, Real Estate Development, Leases, Asset Management, Corporate Real Estate, Investments, Due Diligence, Disposition, Brokerage, Property Management, Real Estate Transactions, Management, Financial Analysis, Commercial Real Estate, Investment Properties, Contract Management, Feasibility Studies, Dispositions
Education
University of South Florida 2002 — 2004
MBA, Finance & Management
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, Finance
CalPERS March 2014 - Present
Franklin Templeton Group February 1995 - March 2014
American Savings Bank April 1991 - January 1995
KPMG Peat Marwick September 1989 - April 1991
Skills
Financial Risk, Banking, Finance, Asset Managment, Derivatives, Performance Attribution, Mutual Funds, Alternative Investments, Fixed Income, Series 7, Hedge Funds, ETFs, Fixed Income Analysis, Equities, Asset Allocation, Fund Accounting, Investment Strategies, Bloomberg, Investment Management, Portfolio Management, Asset Management, Capital Markets, Financial Services, Cash Management, Leadership, Performance Measurement, Securities, Bonds, Financial Markets, Fund Of Funds, Investments
Education
University of London 2008 — 2013
M.S., Finance, Economic Policy and Quantitative concentrations
University of California, Davis 1984 — 1988
B.S., Agricultural and Managerial Economics
Kent School 1981 — 1984
VII Peaks Co-Optivist Income BDC II May 2012 - Present
Pagemill Partners, investment bank, purchased by Duff & Phelps June 2011 - March 2012
SVB Financial Group, SVB Securities, asset management. October 2010 - May 2011
SVB Financial Group, publicly-traded, $19B in assets May 2002 - May 2010
Commtouch Software 2000 - 2002
BayView Capital Corporation, $5 billion assets, San Mateo, CA 1997 - 1999
Franklin Templeton Group March 1996 - October 1997
Skills
Financial Analysis, Finance, Forecasting, Financial Reporting, Risk Management, Strategic Financial..., Cash Management, Accounting, Sarbanes-Oxley Act, Budgets, Valuation, Variance Analysis, SEC filings, US GAAP, Cross-functional Team..., Revenue Recognition, Private Equity, Financial Statement..., CPA, Financial Controls, Developing...
Education
University of San Francisco
B.S., Accounting
Vasen Legal Services May 2009 - Present
State Street Bank August 2008 - April 2009
Opich 2009 - 2009
Greenfield Hardy September 2007 - December 2007
Jacobson Markham LLP 2007 - 2007
McGeorge Business and Community Dev Clinic 2005 - 2006
Barclays Global Investors 1998 - 2005
Franklin Templeton Group 1993 - 2000
Prudential Securities 1997 - 1998
Skills
Securities, Bankruptcy, Mutual Funds, Estate Planning, Investment Management, Equities, Derivatives, Hedge Funds, Private Equity, Financial Services, Alternative Investments, Corporate Governance, Corporate Actions, Corporate Law, Finance, FINRA, Fixed Income, Capital Markets, Mergers & Acquisitions, Due Diligence, Asset Management, ETFs
Education
University of the Pacific - McGeorge School of Law 2004 — 2007
Hayward High
University of California, Santa Barbara
Mercer Advisors May 2015 - Present
Next Alternatives January 2013 - April 2015
Evolved Alpha April 2010 - December 2012
Alpha Titans November 2007 - December 2009
Santa Barbara Alpha Strategies August 2003 - October 2007
Fisher Investments January 1999 - February 2003
Franklin Templeton Group 1997 - 1999
Skills
Sourcing, Alternative Investments, Hedge Funds, Fund Of Funds, Portfolio Management, Investment Management, Financial Structuring, Management, Equities, Asset Allocation, Asset Managment, Managed Futures, Investment Strategies, Due Diligence, Trading, Equity Research, Investments, Asset Management, Securities, Options, Financial Markets, Emerging Markets, Trading Strategies, Bloomberg, Private Equity, Hedging, Global Macro
Education
University of California, Santa Barbara 1995 — 1997
BS
Saint Paul Academy 1988 — 1992
Space Angels Network October 2013 - Present
Targeted Medical Pharma January 2010 - December 2013
Columbus Pacific Properties February 2006 - May 2007
Iguana Real Estate Development October 2003 - January 2006
WeddingChannel 2001 - 2001
Aegis Limited 1999 - 2001
Franklin Templeton Group 1997 - 1999
Israeli Air Force 1992 - 1995
Skills
Strategic Planning, Financial Analysis, Operations Management, Human Resources, Scalability, Marketing Strategy, Executive Coaching, Sales Operations, Customer Service, Investor Relations, Vendor Management, Personnel Recruiting, Proformas, Personnel Selection, Start-ups, Strategy, Leadership, Executive Management, Management, Mergers & Acquisitions, Mergers, Strategic Partnerships, Contract Negotiation, Funding, Aviation, Aerospace, Spacecraft, Batteries, Instrument Rated Pilot, Analysis, Cross-functional Team..., Marketing, Budgets, Training, Due Diligence, Entrepreneurship, Finance, Business Development, Venture Capital, Investments, Business Strategy
Education
University of California, Los Angeles - The Anderson School of Management
MBA
Franklin Templeton Management Training Program 1997 — 1999
University of California, Santa Barbara
BA
Antevia, Inc. February 1999 - Present
Franklin Templeton Group July 1997 - February 1999
International Management Group December 1995 - July 1997
Skills
Management, Corporate Relocation, Negotiation, Real Estate, Customer Service, Start-ups, Entrepreneurship, Contract Negotiation, Sales, Leadership, Business Development, Marketing Strategy, Strategic Planning, Marketing, Relocation, Recruiting, Rental Real Estate, Destination Services, Coaching, Human Resources, Team Building, Account Management, CRM, Strategy, New Business Development, Training, Change Management, Operations Management, Executive Management, Business Strategy, Program Management, Process Improvement, Project Management, Customer Satisfaction, Sales Management, Talent Management, Consulting, Vendor Management, Organizational..., Employee Relations, Onboarding, Performance Management, Personnel Management
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (BS), Sports Management
NetApp, Inc. 2009 - Present
TopEnvoy, Inc. 2007 - 2009
JPMorgan Chase 2002 - 2006
CIT Group, Inc. 1994 - 2001
Franklin Templeton Group 1988 - 1993
Skills
Equipment Leasing, Commercial Finance, Commercial Lending, Software Financing, Capacity on Demand..., Storage on Demand..., Financial Structuring, Credit, Negotiation, Program Management, Finance, Customer Relations, Sales, Loans, Vendor Management, Customer Service, Relationship Management, Strategic Partnerships, Management, Funding, Business Development, Financial Analysis, Financial Services
Education
University of San Diego
B.S., Business Administration
Franklin Templeton Group May 1990 - Present
Franklin Templeton Investments September 2000 - November 2007
Skills
Mutual Funds, Business Analysis, Process Improvement, Customer Service, Project Coordination, Team Leadership, Analysis, Vendor Management, Financial Analysis, Risk Management, Data Analysis, Management, Project Management, Program Management, SDLC, Access, Business Process
Education
University of San Francisco 2010 — 2012
BS, Organizational Behavior and Leadership
Verizon June 2008 - Present
Franklin Templeton Group December 2005 - May 2008
Cross Country Healthcare July 2004 - December 2005
Fujitsu May 1999 - June 2004
CEI August 1998 - April 1999
Covansys October 1997 - July 1998
ICFAI May 1990 - April 1997
Skills
ERP, PeopleSoft, PeopleSoft Financial, Requirements Gathering, Requirements Analysis, Business Analysis, PeopleTools, Software Project..., Vendor Management, IT Strategy, Oracle, Presentations, Financial Analysis, Corporate Finance, Financial Reporting
Education
The Institute of Chartered Financials Analysts of India 1987 — 1991
CFA
University of Madras 1980 — 1983
Corporate Finance
Coldwell Banker October 1997 - Present
San Mateo Credit Union November 1997 - September 1998
Franklin Templeton Group January 1996 - November 1997
Franklin Templeton Group April 1995 - January 1996
Franklin Templeton Group May 1992 - March 1995
Franklin Templeton Group May 1989 - April 1992
Skills
Management, Budgets, Finance, Training, Financial Reporting, Accounting, Negotiation, Recruiting, Payroll, Residential Homes, Corporate Finance, General Ledger, Sellers, Buyer Representation, Short Sales, First Time Home Buyers, Listings, Relocation, Single Family Homes, New Home Sales
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science, Finance and Accounting
Bank of the West March 2010 - Present
Wells Fargo July 2004 - December 2009
Providian Financial May 1994 - May 2004
Franklin Templeton Group 1988 - 1994
Skills
Credit Cards, Financial Services, Banking, Portfolio Management, Risk Management, Vendor Management, Credit, Business Analysis, Mergers & Acquisitions, SDLC, Team Management, Analytics, Relationship Management, Analysis, Management, Payments, Project Management, Process Improvement, Team Building, Business Requirements, Financial Risk
Education
University of California, Davis
BS
EMC December 2011 - Present
Vitas Healthcare March 2011 - December 2011
BocaVox LLC September 2009 - March 2011
NovaVision, Inc September 2008 - July 2009
Pervasive Thinking, Inc. October 2004 - July 2009
Data Solutions 1998 - 2004
Franklin Templeton Group 1995 - 1998
Skills
C#, SQL, Microsoft SQL Server, XML, ASP.NET, Software Development, .NET, JavaScript, Java, Web Services, HTML, MySQL, Cloud Computing, jQuery, AJAX, Mobile Devices, Web Applications, VB.NET, Running, Visual Studio, Visual Basic, IIS, Software Design, Unix, Agile Methodologies, Scrum, Software Project..., Linux
Education
Stetson University 1984 — 1988
BA, Psychology
The Hill School
Chick-fil-A Colonial Plaza October 2008 - June 2013
AXIS, Inc. March 2002 - March 2008
AXIS, Inc. January 2000 - February 2002
Franklin Templeton Group August 1998 - December 1999
Franklin Templeton Group June 1997 - August 1998
Franklin Templeton Group June 1995 - June 1997
Skills
Strategic Planning, Project Management, Project Planning, Event Planning, Process Improvement, Program Management, Customer Service, Inventory Management, Team Building, Management, Team Leadership, Leadership, Marketing, Training
Education
University of South Florida 1993 — 1995
Bachelor, Business Administration & Management
State College of Florida-Manatee-Sarasota 1991 — 1993
AA, General
Calix Networks February 2007 - Present
Riverdeep February 1999 - February 2007
Franklin Templeton Group December 1997 - January 1999
Verizon 1996 - 1997
Wells Fargo Bank 1995 - 1996
PG&E 1994 - 1995
Skills
Software Development, Software Project..., Integration, Requirements Analysis, Business Process, Quality Assurance, SQL, Business Analysis, SDLC, Agile Methodologies, Cross-functional Team..., Telecommunications, Oracle E-Business Suite, Oracle, Visio, Cloud Computing, Cloud Applications, Scrum, Salesforce.com
Education
Stony Brook University 1989 — 1994
BS, Computer Science
Stradley Ronon January 2014 - Present
Retirement Income Industry Association 2007 - Present
Various Life and Annuity Insurance Companies 2000 - Present
Jackson National Insurance Company 2000 - Present
Special Counsel to Various Securities Issuers, Advisers, Broker-Dealers and Related Service Provider December 1998 - Present
Practising Law Institute 1996 - Present
Practising Law Institute January 1995 - Present
Practicing Law Institute 1995 - Present
Franklin Templeton Group 1990 - Present
Outside Special Counsel November 1983 - Present
Skills
Securities, Mutual Funds, Regulatory Compliance, Fixed and Variable...
Education
University of Maryland Francis King Carey School of Law 1977 — 1980
JB, Corporate and Securities
The George Washington University
Bachelor's degree
Private Investor April 2013 - Present
Visa, Inc. March 2012 - September 2013
Kaiser Permanente October 2010 - December 2011
PayPal May 2010 - October 2010
Visa, Inc. 2007 - 2009
Electronic Arts 2006 - 2007
Visa (Inovant) 2005 - 2006
EDS 2005 - 2005
Blue Shield 2004 - 2005
Franklin Templeton Group 2003 - 2004
Skills
Project Management, PMP, SDLC, Management, Vendor Management, Software Project..., Clarity, PMO, MS Project, Project Portfolio..., Business Analysis, Requirements Analysis, Business Intelligence, Microsoft Project, Program Management, ERP, Scrum
Education
University of California, Santa Barbara
B.A.
Villanova University
Masters Certificate, Applied Project Management
Santa Barbara Business College
Certificate, Business Administration
Franklin Templeton Group August 2008 - January 2011
Franklin Templeton Investments June 2005 - August 2008
Franklin Templeton Investments June 2004 - June 2005
Franklin Templeton June 2003 - June 2004
Skills
Accounting, Analysis, Equities, Financial Accounting, Financial Analysis, Financial Reporting, Fund Accounting, General Ledger, Internal Controls, Mutual Funds, NAV, Microsoft Excel
Education
California State University-Sacramento 2006 — 2008
Master of Science (MS), Accounting
University of California, Davis 1999 — 2003
B.S., Managerial Economics
Robert Half International 1997 - Present
Franklin Templeton Group 1995 - 1997
Education
University of California, Davis
Visa July 2002 - Present
Franklin Templeton Group May 1994 - January 1999
World Savings January 1989 - October 1993
Skills
Financial Services, Banking, Credit Cards, Electronic Payments, Payments, Debit Cards, Payment Systems, Analysis, Leadership, Risk Management
Education
University of Mumbai
B.A., Economics
Federal Reserve Bank of San Francisco December 2014 - Present
Franklin Templeton Group 2005 - 2014
Carreker Corporation 1996 - 2000
VISA International 1995 - 1996
U.S. Bancorp 1990 - 1995
Skills
Cash Management, Financial Services, Banking, Risk Management, Treasury Management, Financial Risk, Financial Modeling, Financial Analysis, Payments, Relationship Management, Commercial Banking, Retail Banking, Portfolio Management
Education
Willamette University MBA 1979 — 1985
University of California, Santa Barbara
BA
Franklin Templeton Group Business Continuity PlannerFranklin Templeton Investments2007 - Present
Skills
Business Continuity, Business Resilience, Business Continuity..., BS25999, Contingency Planning, Disaster Recovery, Enterprise Risk..., Crisis Management, Business Impact Analysis, SDLC, Program Management, IT Strategy, Risk Analysis, Risk Assessment, Incident Management, Risk Management, Business Analysis, Project Management, Process Improvement, Vendor Management
Education
University of Phoenix
AllianceBernstein September 2010 - Present
Franklin Templeton Group March 2005 - September 2010
Skills
Mutual Funds, Equities, Fixed Income, Investments, Asset Management, Series 7, Wealth Management, Capital Markets, Alternative Investments, Securities, Financial Services, Series 63, Asset Allocation
Education
University of North Carolina at Chapel Hill 1989 — 1993
Franklin Templeton Group July 1992 - January 2005
Skills
Cisco Technologies, Lucent/AVAYA PBXs, call center design, VRU design and..., voice and data billing..., toll-free billing..., vector call center..., fluent in Spanish, Vendor Management, Wireless, IVR, Network Design, VoIP, Routing, Telecommunications, WAN, Call Centers, SaaS, IP, Cloud Computing, Voice Mail, IP PBX, Unified Communications
Education
University of California, Davis
Higher One October 2011 - Present
JP Morgan Chase September 2010 - September 2011
Franklin Templeton Group October 1998 - September 2009
Franklin Templeton Investments 1998 - September 2009
BISYS 1996 - 1998
Skills
Mutual Funds, Management, Financial Services, Banking, Relationship Management, Risk Management, Retirement, Business Analysis, Investments, Salesforce.com, Process Improvement, Asset Managment, Financial Analysis, Fixed Income, Vendor Management, Account Management, Securities, Project Management, Team Leadership, Customer Service, New Business Development, Strategic Planning, Portfolio Management, Sales, Selling, Asset Management
Education
University of Missouri-Columbia, College of Business 1986 — 1990
Bachelor of Science, Business Administration, Finance and Banking
Clearing Corporation September 2008 - Present
Franklin Templeton Group September 2001 - June 2008
Franklin Templeton Investments August 1999 - September 2001
Franklin Templeton Investments August 1997 - September 1999
Education
State University of New York College at Oneonta 1980 — 1984
BS, Business Admin / M.I.S.
Bank of America Merrill Lynch 2001 - Present
Bank of America 1994 - Present
Farallon Geographics, Inc 2001 - 2003
Charles Schwab 1990 - 1994
Videomagnetics, Inc. October 1987 - December 1988
Franklin Templeton Group 1985 - 1988
Skills
Banking, Commercial Banking, Loans, Credit
Education
University of California, Berkeley, Haas School of Business 1988 — 1990
MBA, Finance and Strategic Planning
University of California, Davis 1980 — 1985
BS, Agricultural Economics
California Baseball Farm Club June 2014 - Present
Synergy HomeCare of San Mateo April 2013 - June 2014
Carvery Catering September 2011 - February 2012
Arguello Catering July 2008 - September 2011
Stewart Title Company September 2007 - March 2008
Alliance Title Company July 2004 - May 2007
Chicago Title Company November 1995 - July 2004
Franklin Templeton Group July 1991 - November 1994
Skills
Sales Operations, Sales, Cold Calling, Marketing, Sales Management, Strategy, Management, Sales Presentations, Social Networking, Customer Satisfaction, Real Estate, Facebook, Marketing Strategy, Networking
Education
University of Arizona 1987 — 1991
BA, Communications/PR
University of Arizona 1987 — 1991
B.A, Communications
Franklin Templeton Group January 2006 - Present
Franklin Templeton Group December 2004 - November 2005
Education
University of California, Davis 1995 — 1996
BA, Economics
Franklin Templeton Group March 2002 - Present
Franklin Templeton Investments 2002 - Present
Franklin Templeton 1992 - Present
Key Technology Services - KeyCorp 1991 - 2003
KeyCorp 1991 - 2002
KeyBank 1990 - 2002
Skills
Vendor Management, Financial Services, SDLC, Program Management, Risk Management, Business Analysis, Team Building, Change Management, IT Strategy, Leadership, Process Improvement, Project Management, Relationship Management, Strategy, Banking, Business Process...
Education
The College of Saint Rose 1991 — 1995
BS, Mangement/Computer Science
The College of Saint Rose 1991 — 1995
MBA, Management
Envestnet, Inc July 2011 - Present
Man Investments Canada Corp. October 2008 - March 2011
Franklin Templeton Group October 2002 - September 2008
Desjardins Trust September 1999 - October 2002
Skills
Asset Allocation, Wealth Management, Investment Advisory, Financial Advisory, Investment Strategies, Business Development, ETFs, Mutual Funds, Investments, Portfolio Management, Securities, Retirement Planning, Alternative Investments, Financial Services, Series 7, Asset Management
Education
Université de Sherbrooke 1996 — 1998
B.com, Finance
Séminaire de Sherbrooke 1990 — 1992
Franklin Templeton Group August 2004 - Present
Franklin Templeton Investments 2004 - Present
Mitchell Hutchins Asset Management Division of PaineWebber/UBS 1982 - 2002
UBS Global Asset Management 1982 - 2002
Mitchell Hutchins 1982 - 2002
Mitchell Hutchins Asset Management 1982 - 2002
PaineWebber 1982 - 2000
Education
University College Dublin 1977 — 1979
English, French
Franklin Templeton Group June 2005 - Present
Education
University of Central Florida - College of Business Administration
B.S., Finance
Eriksen Capital Management December 2005 - Present
Walker's Manual 2004 - 2006
Kiewit January 1999 - August 2004
Franklin Templeton Group December 1993 - August 1995
Skills
Investments, Hedge Funds, Mutual Funds, Asset Management, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Investment Advisory, Mergers & Acquisitions, Equities
Education
Texas A&M University - Mays Business School 1995 — 1997
MBA
The Master's College 1986 — 1991
B.A., History, Political Studies
Azimuth Private Wealth Management April 2014 - Present
Franklin Templeton Group February 1996 - March 2014
Skills
Asset Allocation
Education
University of New Brunswick 1981 — 1986
Bachelor of Business Administration (BBA)
AW Process LLC October 2012 - Present
Thirty-One Gifts October 2012 - Present
Franklin Templeton Group September 1996 - February 1999
Aetna Life & Casualty June 1990 - July 1994
Education
University of Maine 1987 — 1989
Business Administration, Accounting
Institute of Integrative Nutrition
Health Coach, Holistic Nutrition
Wynvale Distributors January 2003 - Present
WynVale Financial Distributors 2003 - Present
Franklin Templeton Group May 1990 - November 2001
Skills
Management, Investments, Hedge Funds, Equities, Fixed Income, Alternative Investments, Mutual Funds, Financial Analysis, Asset Managment, Asset Management, Capital Markets, Series 7, Portfolio Management, Mergers & Acquisitions, Asset Allocation, Strategic Planning, Fund Of Funds, Risk Management, Leadership, Team Building, Private Equity, Business Strategy
Education
University of Arkansas 1966 — 1970
BSBA, Business
Franklin Templeton Group July 2008 - Present
Franklin Templeton Investments June 2004 - June 2008
Franklin Templeton Investments February 2003 - April 2004
Pioneer Mutual Funds February 2000 - January 2003
Skills
Mutual Funds, Project Management, Business Analysis, People Management, Compliance, Product Launch..., Management, Portfolio Management
Education
Madras University
Bachelor of Commerce (B.Com.)
Cherry, Bekaert & Holland September 2004 - Present
Enterprise Capital Management December 1999 - August 2004
Franklin Templeton Group May 1995 - April 1999
Skills
Accounting, Financial Statements, GAAP, Financial Audits, Auditing
Education
University of South Florida 1990 — 1994
BS, Accounting
Visa September 2010 - Present
Visa July 2005 - September 2010
Visa June 1999 - July 2005
Franklin Templeton Group March 1996 - June 1999
Skills
Credit Cards, Payment Card Processing, Debit Cards, Financial Risk, Payment Systems, Electronic Payments, Payment Cards, Payments, Mobile Payments, E-payments, Financial Services, Program Management, PCI DSS, Leadership, Risk Management
Education
University of California, Davis
BA, International Relations